EWM

Edge Wealth Management Portfolio holdings

AUM $565M
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.08M
3
+$6.78M
4
KBR icon
KBR
KBR
+$5.02M
5
MRK icon
Merck
MRK
+$2.74M

Top Sells

1
+$7.77M
2
+$3.67M
3
+$1.25M
4
NOW icon
ServiceNow
NOW
+$1.04M
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$680K

Sector Composition

1 Energy 20.5%
2 Industrials 20.17%
3 Technology 12.76%
4 Healthcare 10.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
221
227
$18K 0.01%
1,200
228
$18K 0.01%
1,000
-70
229
$17K 0.01%
364
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+1,267
231
$17K 0.01%
335
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232
$16K 0.01%
304
233
$16K 0.01%
670
234
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2,000
235
$16K 0.01%
100
236
$15K 0.01%
+150
237
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962
238
$15K 0.01%
800
239
$14K 0.01%
352
240
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319
241
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242
$14K 0.01%
600
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243
$14K 0.01%
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244
$13K 0.01%
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245
$13K 0.01%
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246
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247
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$13K 0.01%
300
249
$13K 0.01%
325
250
$13K 0.01%
+650
8 9
10
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